San Diego, CA | Chicago, IL | ||
|---|---|---|---|
| Assets under management | $86.3M | $90.6M | $90.6M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 4 | 4 |
| Individual clients | 66 | 270 | 192 |
| Assets per client | $1.3M | $336K | $472K |
| Clients per advisor | 66 | 68 | 48 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 1 | 4 | 4 |
From each firm's latest Form ADV (Jan 2026, Mar 2026). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.